We are working with an established financial planning business seeking an experienced Senior Financial Planner to join its Private Client team.
This is a senior advisory role focused on delivering a high-quality, highly personalised financial planning experience to high-value clients. You will work closely with senior leadership and be supported by dedicated Paraplanning and Client Service teams, allowing you to focus on strategic advice and client relationships.
Key Responsibilities
- Take ownership of the Private Client journey and deliver a first-class advisory experience.
- Build and manage long-term relationships with high-net-worth clients.
- Provide holistic, goals-based advice across pensions, investments, protection, retirement and succession planning.
- Lead client meetings and annual reviews, ensuring plans remain aligned with clients' evolving goals.
- Develop sophisticated financial plans and communicate complex concepts clearly and effectively.
- Work collaboratively with Paraplanning, Client Service and senior leadership teams.
- Maintain the highest standards of compliance, professionalism and client service.
About You
- CFP qualified
- Significant experience in a senior financial planning/advisory role, ideally within a private client or HNW environment.
- Strong technical knowledge across pensions, investments, retirement planning, wealth structuring and succession.
- Excellent communication, relationship management and influencing skills.
- Proven ability to develop and deliver complex, holistic financial plans.
- Strong professional presence and the ability to build trust with sophisticated clients.
- Good knowledge of taxation affecting individuals and business owners would be advantageous.
